Goal management entities

The goal management in Microsoft Dynamics CRM lets you set sales, marketing, and other business goals for your organization and measure the results against the targets. The goal management will help you motivate your work force, identify successful programs, do better planning, and grow your business.

Goal management offers the following capabilities:

Create a complex goal hierarchy where each goal is assigned to an individual goal contributor or a team.

Use the goals in the hierarchy to track important business data, such as revenues, customer services cases, or phone calls. You can also track data represented by custom entities.

Roll up the totals for each goal, such as total revenues or units shipped, in the hierarchy tree.

Measure the results of the rollup against the targets or stretch targets.